AskFin Consulting Information

AskFin Consulting is an independent, FINMA‑authorised portfolio manager based in Zurich, serving Swiss and international HNW individuals, families and entrepreneurs. We provide multi‑family office and wealth management solutions with a strong focus on confidentiality, risk management and long‑term capital preservation. We primarily work with private individuals, entrepreneurs and executives with liquid assets starting from CHF 1 million who seek independent long‑term guidance rather than product sales. Our services include: – Comprehensive financial planning and wealth analysis – Discretionary and advisory investment mandates across liquid and alternative assets – Coordination of banking relationships and consolidated reporting – Estate, succession and liquidity planning in cooperation with trusted tax and legal partners What clients value: – An independent partner with no product bias – Direct access to senior advisors instead of a sales pipeline – A discreet, boutique set‑up in Zurich with international reach